See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,311 | $70,475+42.3% | $100,516-0.2% | $79,858+25.6% |
| Participation rate | 45.2% | 73.7%-28.5pp | 79.4%-34.2pp | 69.6%-24.5pp |
| Annual return | -0.21% | 21.90%-22.1pp | 30.89%-31.1pp | 31.71%-31.9pp |
| Employer contribution / active EE | $1,305 | $2,165-39.7% | $3,418-61.8% | $2,471-47.2% |
| Participant deferral / active EE | $2,336 | $5,181-54.9% | $6,270-62.7% | $3,740-37.5% |
| Admin fee / account holder | $10,896 | $4,478+143.3% | $8,081+34.8% | $5,306+105.3% |